Life Solutions Customer Service Representative
New York Life, Dallas, Texas, United States, 75215
Overview
Job Requisition ID: 93257 Location Designation:
Hybrid - 3 days per quarter Must be within 50 miles of Dallas, TX, Tampa, FL, or Cleveland, Ohio. Life Solutions Customer Service Professional Role Overview New York Life is seeking Customer Service Professionals who are passionate about helping others and enjoy solving problems. In this role, you will serve as a primary point of contact for customers, providing support on life insurance products and policy transactions while delivering a best-in-class customer experience. This is an excellent opportunity to build a career with a Fortune 100 company known for its culture, training, stability, and long-term career opportunities. Comprehensive paid training is provided—no prior insurance experience required. What You’ll Do Serve as the first point of contact for customers, handling both routine and complex inquiries Resolve customer issues efficiently while reducing customer effort and driving positive outcomes Assist customers with policy-related transactions such as payments, withdrawals, and general policy inquiries Communicate clearly and professionally with customers via phone and written channels Deliver high-quality service that reflects New York Life’s brand and commitment to excellence Work independently and collaboratively in a fast-paced, customer-focused environment Attend up to two on-site workdays per quarter following completion of training What You’ll Bring Required Skills High School diploma or GED required; associate or bachelor’s degree preferred Customer service or problem-solving experience preferred Strong verbal and written communication skills Ability to interpret customer needs, identify solutions, and take ownership of issues Ethical, accountable, and sound decision-making skills Proficient computer skills with the ability to multitask Spanish speaking preferred but not required. Training & Development New York Life provides a comprehensive, paid training program that covers life insurance products, policy provisions, systems, and customer service skills. Ongoing coaching, feedback, and mentoring support your success, including up to 20 days of on-site training for face-to-face learning. With New York Life’s financial strength and long-standing commitment to development, many Customer Service Professionals advance into new roles within 12–24 months. Compensation & Benefits Competitive full-time base salary Overtime eligibility and annual bonus potential Comprehensive benefits package, including: Medical, Dental, and Vision coverage Paid vacation and holidays 401(k) with company match and pension plan Student loan repayment and tuition reimbursement Flexible spending and health savings options Discounted fitness memberships Schedule Full-time, Monday through Friday No weekends Our schedules start and end somewhere between 7:45 am EST and 7:15 pm EST. Pay Transparency Salary Range: 42,000-42,900 Overtime eligible: Nonexempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Please note : This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it. Our Benefits We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We’re proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com. Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients\' and employees’ needs. Job Requisition ID: 93257
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Job Requisition ID: 93257 Location Designation:
Hybrid - 3 days per quarter Must be within 50 miles of Dallas, TX, Tampa, FL, or Cleveland, Ohio. Life Solutions Customer Service Professional Role Overview New York Life is seeking Customer Service Professionals who are passionate about helping others and enjoy solving problems. In this role, you will serve as a primary point of contact for customers, providing support on life insurance products and policy transactions while delivering a best-in-class customer experience. This is an excellent opportunity to build a career with a Fortune 100 company known for its culture, training, stability, and long-term career opportunities. Comprehensive paid training is provided—no prior insurance experience required. What You’ll Do Serve as the first point of contact for customers, handling both routine and complex inquiries Resolve customer issues efficiently while reducing customer effort and driving positive outcomes Assist customers with policy-related transactions such as payments, withdrawals, and general policy inquiries Communicate clearly and professionally with customers via phone and written channels Deliver high-quality service that reflects New York Life’s brand and commitment to excellence Work independently and collaboratively in a fast-paced, customer-focused environment Attend up to two on-site workdays per quarter following completion of training What You’ll Bring Required Skills High School diploma or GED required; associate or bachelor’s degree preferred Customer service or problem-solving experience preferred Strong verbal and written communication skills Ability to interpret customer needs, identify solutions, and take ownership of issues Ethical, accountable, and sound decision-making skills Proficient computer skills with the ability to multitask Spanish speaking preferred but not required. Training & Development New York Life provides a comprehensive, paid training program that covers life insurance products, policy provisions, systems, and customer service skills. Ongoing coaching, feedback, and mentoring support your success, including up to 20 days of on-site training for face-to-face learning. With New York Life’s financial strength and long-standing commitment to development, many Customer Service Professionals advance into new roles within 12–24 months. Compensation & Benefits Competitive full-time base salary Overtime eligibility and annual bonus potential Comprehensive benefits package, including: Medical, Dental, and Vision coverage Paid vacation and holidays 401(k) with company match and pension plan Student loan repayment and tuition reimbursement Flexible spending and health savings options Discounted fitness memberships Schedule Full-time, Monday through Friday No weekends Our schedules start and end somewhere between 7:45 am EST and 7:15 pm EST. Pay Transparency Salary Range: 42,000-42,900 Overtime eligible: Nonexempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Please note : This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it. Our Benefits We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We’re proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com. Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients\' and employees’ needs. Job Requisition ID: 93257
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